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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1976
Paragon Advisors
Texas
– -$1.14M -1,829 Closed
HCS
1977
Himension Capital (Singapore)
Singapore
– -$1.11M -1,769 Closed
UBV
1978
United Bank (Virginia)
Virginia
– -$1.03M -1,642 Closed
LHC
1979
Little House Capital
Massachusetts
– -$1.02M -1,629 Closed
MSFS
1980
Main Street Financial Solutions
Pennsylvania
– -$962K -1,539 Closed
CWP
1981
Curated Wealth Partners
California
– -$968K -1,517 Closed
1WM
1982
1900 Wealth Management
Texas
– -$880K -1,408 Closed
BTWM
1983
Baker Tilly Wealth Management
Wisconsin
– -$834K -1,335 Closed
JFL
1984
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$819K -1,311 Closed
VWM
1985
VCI Wealth Management
Missouri
– -$776K -1,242 Closed
ACL
1986
Applied Capital LLC
Florida
– -$773K -1,237 Closed
SAG
1987
SageView Advisory Group
California
– -$767K -1,184 Closed
MIH
1988
Meitav Investment House
Israel
– -$684K -1,092 Closed
KFA
1989
Krane Funds Advisors
New York
– -$632K -1,011 Closed
UOC
1990
UBS O'Connor
Illinois
– -$625K -1,000 Closed
CAIMH
1991
Central Asset Investments & Management Holdings
Hong Kong
– -$563K -900 Closed
HCA
1992
Horan Capital Advisors
Ohio
– -$552K -883 Closed
LCWP
1993
Legacy Capital Wealth Partners
Arkansas
– -$543K -869 Closed
HPIA
1994
Hamilton Point Investment Advisors
North Carolina
– -$541K -862 Closed
PCIG
1995
Partners Capital Investment Group
Massachusetts
– -$523K -836 Closed
WHAM
1996
Windmill Hill Asset Management
United Kingdom
– -$371K -594 Closed
MC
1997
Martin & Co
Tennessee
– -$334K -534 Closed
KIC
1998
Keating Investment Counselors
Florida
– -$331K -530 Closed
ES
1999
Eagle Strategies
New York
– -$313K -501 Closed
BFAG
2000
Blackston Financial Advisory Group
Florida
– -$313K -500 Closed
78 79
80
81 82